GWANC
Guardian Wealth Advisors (North Carolina)’s iShares Core Total USD Bond Market ETF IUSB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.4M | Sell |
312,300
-119,417
| -28% | -$5.52M | 1.02% | 22 |
|
|
2025
Q1 | $19.9M | Buy |
431,717
+11,232
| +3% | +$518K | 1.59% | 15 |
|
|
2024
Q4 | $19M | Buy |
+420,485
| New | +$19M | 1.5% | 15 |
|
|
2023
Q3 | – | Sell |
-658
| Closed | -$29.9K | – | 436 |
|
|
2023
Q2 | $29.9K | Hold |
658
| – | – | 0.01% | 306 |
|
|
2023
Q1 | $30.4K | Hold |
658
| – | – | 0.01% | 295 |
|
|
2022
Q4 | $29.6K | Buy |
+658
| New | +$29.6K | 0.01% | 279 |
|